News
November 2023
Fall 2023: Uncharted Territory
Leave the Past Behind One of the most tempting mental undertakings to find yourself doing during times of great market uncertainty is to look back at history for [...]
Read more Fall 2023: Uncharted Territory
February 2023
The State of Ukraine’s Economy
Clearly, one of the big drivers to world markets in 2022 was the Russian invasion of Ukraine. War is simply politics by force, and many observers of this situation [...]
Read more The State of Ukraine’s Economy
March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
The US Federal Reserve and Interest Rates: Saving the American Economy Since 1913 The Federal Reserve has dug the American economy out of some of the greatest ruts [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 1/2}
March 2022
The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
1. Market Perception Investors are always looking at the Fed for guidance when making investment decisions. This places such an influence over crucial members of [...]
Read more The US Federal Reserve and Interest Rates: Everything You Need to Know {Part 2/2}
February 2022
Markets and War
Conflict and finance have always had a close relationship. Apart from the effects of economic warfare and increased spending, there is a lot of uncertainty in the [...]
Read more Markets and War
June 2021
IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
Among the strengths of an Individual Retirement Account (IRA) are the incentives to save for retirement–but also the disincentives (penalties) that [...]
Read more IRA Hack: Rule 72(t) Might Help You Avoid the Early Withdrawal Penalty
May 2021
Everything You Ever Wanted to Know About 457 Plans
Through the years working with you, our clients, we have had the privilege to assist many investors with crafting a sound investment strategy with their [...]
Read more Everything You Ever Wanted to Know About 457 Plans
IRS Gives Every Taxpayer a Break in 2021
I.R.S. Delays Tax Filing & Payment Deadlines The new deadline is May 17, 2021. Less than one month ahead of the traditional date, the I.R.S. has delayed [...]
Read more IRS Gives Every Taxpayer a Break in 2021
February 2021
Everything You Ever Wanted to Know About Form 1099
1099 Forms Explaining the many types of 1099 forms and their uses. What is a 1099 form? This is a record of payment from an individual or entity, showing a [...]
Read more Everything You Ever Wanted to Know About Form 1099
December 2020
Checklist Before Exercising a Stock Option
Receiving stock options in an employment contract is only the first step of a long and rewarding process. The first stock grant is exciting, but soon, that shine [...]
Read more Checklist Before Exercising a Stock Option
Something went wrong, please try again later or contact the site administrator
Recent posts
-
The Song Remains the Same
February 14, 2024 -
Why Are U.S. Workers Struggling to Change Jobs?
February 7, 2024 -
Consider a Donor-Advised Fund (DAF) for Charitable Giving
January 24, 2024 -
Considerations for Handling Large Tax Debt
January 17, 2024